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Brendel Financial Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Brendel Financial Advisors’s Portfolio IEZ Stock Details IEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Sell
43,423
-1,689
-4% -$50.8K 0.54% 47
2026
Q1 		$1.31M Buy
+45,112
New +$1.2M 0.65% 45

Other funds holding IEZ

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Brendel Financial Advisors's IEZ Position: Q2 2026 in Review

Brendel Financial Advisors reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 3.7% in Q2 2026, selling an estimated $50.8K and leaving 43,423 shares worth $1.17M. The position accounts for 0.54% of the portfolio, ranked #47.

Brendel Financial Advisors first reported a position in IEZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.31M in Q1 2026. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • Brendel Financial Advisors held 43,423 shares of iShares US Oil Equipment & Services ETF worth $1.17M as of Q2 2026.
  • Brendel Financial Advisors sold 1,689 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $50.8K.
  • iShares US Oil Equipment & Services ETF made up 0.54% of Brendel Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Brendel Financial Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q1 2026 and has held it in 2 quarters since.
  • Brendel Financial Advisors's iShares US Oil Equipment & Services ETF position peaked at $1.31M in Q1 2026.
  • 93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.